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Who Works with Us

The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley. Through referrals and household moves our clients now live all over the world.  They typically have assets ranging from $5 million to more than $50 million.  Most are down to earth savvy successful professionals in their 30's, 40's, and 50's.  They are often used to being one of the smartest in a room and do not suffer fools gladly, but are simultaneously kind and thoughtful.


Below is a sampling of some of our clients:

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